+281.8%
QCOM vs BND
+15.6%
+266.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.5% |
| 7D | +4.4% | -0.1% | +4.5% | +4.5% |
| 30D | +9.4% | -0.2% | +9.6% | +9.6% |
| 3M | -13.7% | -0.7% | -13.0% | -13.2% |
| 6M | +28.9% | -1.7% | +30.6% | +30.7% |
| YTD | +4.7% | -0.5% | +5.3% | +5.4% |
| 1Y | +13.5% | +0.4% | +13.1% | +13.5% |
| 3Y | +77.1% | +13.1% | +64.0% | +62.3% |
| 5Y | +38.9% | -2.1% | +41.0% | +36.6% |
| 10Y | +281.8% | +15.7% | +266.1% | +315.3% |
| All | +281.8% | +15.6% | +266.2% | +315.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling